Media Mentions - Heartland in the News

Respected experts on value

Here's a listing of some of  the latest appearances and articles featuring Heartland Funds. Links are provided for articles and videos currently available on the Internet.

 

2012
January
2011
December
  • TheStreet.com - Heartland Outperforms in Long Haul, 12/29/11
    Stan Luxenberg praises the Heartland Funds in a recent article: "Over long periods, the funds have all topped their category averages by wide margins. The results are particularly noteworthy because the Heartland funds have recorded moderate risk scores."
  • Investment News: Dividend Stocks 'the Name of the Game' for Retirees, 12/4/11
    The article features research done by Heartland Advisors; Portfolio Manager, Adam Peck, comments on how the Value Plus Fund utilizes the findings in the Portfolio.
November
  • Ignites, a Mutual Fund news source, interviewed Nicole Best, CFO of Heartland Advisors, 11/28/11
    Ms. Best discussed her thoughts on leadership, mentoring and working in a fast-paced, competitive environment; "Staying stagnant is not an option."
October
  • Ticker.com: Values with Catalysts, 10/10/11
    Q & A with Ted Baszler, Portfolio Manager of the Heartland Select Value Fund.
August
May
  • TheStreet.com: 5/25/11
    TheStreet.com identified the Heartland Value Plus Fund as an alternative to other top-performing funds.
March
January
2010
November
  • Barron's Online: Clean Up With Shares of Steris, 11/23/10
    Brad Evans shares his opinion on medical-equipment maker Steris (ticker: STE): "Good things are on the horizon, and there is significant franchise value not being recognized in the stock right now."
     
  • Morningstar's Take: Heartland Select Value HRSVX, 11/12/10
    "This all-cap mutual fund is one to consider. Don't box in Heartland Select Value."
October
September
August
  • The Wall Street Journal: Investors Look For Defensive Stock Plays As U.S. Market Slips, 8/11/10
    Dave Fondrie, Select Value Fund Portfolio Manager, comments on "how a market sell-off can help identify stocks trading near book value or historical lows in terms of valuation."
July
June
May
April
February
January

 

 

To receive a copy of Heartland Advisors' dividend white paper, please call 1-800-432-7856 or email your request.

Portfolio holdings and manager views expressed in this section are as of the date noted on each document and are subject to change without notice. Any discussion of portfolio holdings are intended as illustrations of investment strategy, not as recommendations. Not all portfolio holdings experienced similar results as those listed. Some holdings may have lost value. Fund returns and rankings are as of the stated time period only and may differ from current results.

Annually, Lipper, an independent monitor of mutual funds, determines the fund classification winner over 3, 5 and 10 years based on the highest Lipper Leader for Consistent Return value within each eligible classification. Consistent Return reflects funds' historic returns, adjusted for volatility, relative to peers and relies on monthly data.

Lipper does not guarantee the accuracy of this information. As of December 31, 2011, the Select Value Fund's Lipper numeric rankings were 16 of 114, 12 of 219, 104 of 263 and 244 of 309 for the 10, 5, 3 and 1-year periods, respectively. As of December 31, 2010, the Fund's Lipper numeric rankings were 2 of 102, 5 of 244, 10 of 288 and 112 of 345 for the 10, 5, 3 and 1 year periods, respectively. As of December 31, 2009, the Fund's Lipper numeric rankings were 2 of 103, 1 of 218, 3 of 281 and 61 of 347 for the 10, 5, 3 and 1 year periods, respectively. The Heartland Select Value Fund had a negative average annual return for the 3-year period as of December 31, 2009. As of December 31, 2008, the Fund was ranked 2 of 98, 10 of 238, 39 of 307 and 63 of 389 for the 10, 5, 3 and 1 year periods, respectively. The Heartland Select Value Fund had a negative average annual return for the 3 and 1 year periods as of December 31, 2008. As of December 31, 2007, the Fund was ranked 5 of 95, 25 of 267, 33 of 332 and 106 of 441 for the 10, 5, 3 and 1 year periods, respectively. As of December 31, 2006, the Fund was ranked 2 of 99, 12 of 252, 25 of 340 and 278 of 443 for the 10, 5, 3 and 1 year periods, respectively.

©2012 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance, rankings and ratings are no guarantee of future results. Rankings and ratings change monthly. Investment return and principal value will fluctuate so that your shares, when redeemed may be worth more or less than their original purchase price.

Bill Nasgovitz, Brad Evans, Adam Peck, Will Nasgovitz and Ted Baszler are registered representatives of ALPS Distributors, Inc.

© 2012 Heartland Funds
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The Heartland Funds are distributed by ALPS Distributors, Inc.
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